Peters Heating & Air Conditioning, Inc. Retirement Savings Plan — Form 5500 plan (Peters Heating & Air Conditioning, Inc.)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Peters Heating & Air Conditioning, Inc. Retirement Savings Plan is a benefit plan reported by Peters Heating & Air Conditioning, Inc. under EIN 37-0892465 and plan number 002. The latest loaded filing year is 2023. The filing reports 325 participants and $7,962,331 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$8MPlan net assets, end of year$7,952,256
Participants325Covered participants reported
Assets / participant$24.5KComputed: assets ÷ participants$24,499 (computed)
Provider compensation$34.5K3 Schedule C provider row(s)$34,486
- Plan sponsor
- Peters Heating & Air Conditioning, Inc.
- EIN
- 37-0892465
- Plan number
- 002
- Plan type
- 2
- Location
- Quincy, IL
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 325 | H, C | 20241003084932NAL0019233330001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$8M total assets
Net assets$8MLiabilities$10.1K
Full reported line items
Net assets
- Total assets (EOY)
- $7,962,331
- Total liabilities (EOY)
- $10,075
- Net assets (EOY)
- $7,952,256
- Net assets (BOY)
- $6,861,225
Income & contributions
- Employer contributions
- $302,339
- Participant contributions
- $460,094
- Total contributions
- $762,433
- Total income / additions
- $2,233,327
Expenses & distributions
- Benefits paid
- $1,092,474
- Administrative expenses
- $34,486
- Total expenses
- $1,142,296
- Net increase / (decrease)
- $1,091,031
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stifel Nicolaus & Co Inc | INVESTMENT ADVISOR | $17,846 | not reported in the loaded dataset | 2023 |
| Williams Benefit Consulting, LLC | CONTRACT ADMINISTRATOR | $13,216 | not reported in the loaded dataset | 2023 |
| Capital Group Retirement Plan Servi | RECORDKEEPER | $3,424 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Peters Heating & Air Conditioning, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Quincy, IL
- Stifel Nicolaus & Co Inc — Schedule C compensation
- Williams Benefit Consulting, LLC — Schedule C compensation
- Capital Group Retirement Plan Servi — Schedule C compensation